HomeMy WebLinkAboutRDA Agenda Packet 062403CITY OF ATASCADERO
COMMUNITY REDEVELOPMENT AGENCY
AGENDA
TUESDAY, JUNE 24, 2003
6:30 P.M.
ROLL CALL: Chairperson Scalise
Vice Chairperson O'Malley
Board Member Luna
Board Member Clay
Board Member Pacas
APPROVAL OF AGENDA: Roll Call
COMMUNITY FORUM:
A. PUBLIC HEARING:
1. Ooeratina Budqet 2003-05
■ Fiscal impact: $979,870 (FY 2003-04), $595,150 (FY 2004-05)
■ Staff recommendation: Agency Board approve draft Resolution adopting budgets for
the 2003-2004 and 2004-2005 fiscal years and delegating to the Executive Director
authority to implement same. [Executive Director]
B. MANAGEMENT REPORT:
1. Downtown Revitalization Services Contract with Atascadero Main
Street. Inc. for Fiscal Year 2003-2004
• Fiscal impact: $58,000 from Redevelopment Agency General Fund.
■ Staff recommendation: Agency Board authorize the Chairperson to execute a
contract with Atascadero Main Street, Inc. for downtown revitalization services for
2003-2004 in the amount of $58,000. [Executive Director]
C. EXECUTIVE DIRECTOR REPORT:
D. ADJOURNMENT:
•
Community Redevelopment
Office of the Executive Director
ITEM NUMBER: RA B-1
DATE: 06/24/2003
ency of Atascadero
Downtown Revitalization Services Contract with
Atascadero Main Street, Inc. for Fiscal Year 2003-2004
RECOMMENDATION:
Agency Board authorize the Chairperson to execute a contract with Atascadero Main
Street, Inc. for downtown revitalization services for 2003-2004 in the amount of
$58,000.
DISCUSSION:
Background: The Downtown is a major focus of the Atascadero Redevelopment
Agency (Agency). A downtown revitalization plan was developed and adopted in July
of 2000. In concert with the revitalization plan, the Agency sponsored the formation
and operation of the Atascadero Main Street, Inc. (Main Street) program. The Main
Street organization has been in operation since 2001.
On July 24, 2001 the Agency contracted with Main Street for revitalization services for
the downtown area for fiscal year 2001-02 and provided funding to Main Street in the
amount of $45,000.
On July 9, 2002, the Agency approved funding for an extension of the Main Street
contract in the amount of $45,000 for 2002-2003
On September 10, 2002, the Agency approved a contract amendment requested by
Main Street to provide an additional $10,000 in funding for fiscal year 2002-2003
activities. The total amount granted to Main Street under this contract for fiscal year
2002-2003 was $55,000.
In May of 2003, pursuant to the Agency's request and the current contract, Main Street
submitted their annual funding request packet to the Agency (Attachment 1). Main
' Street's submittal includes:
1
ITEM NUMBER: RA B-1
DATE: 06/24/2003
• Request for Agency funding for 2003-2004
• Summary of 2002-2003 activities and accomplishments
• Proposed work program for 2003-2004,
• Proposed budget for fiscal year 2003-2004
• Proposed budget for BIA Funds for 2003-2004
For fiscal year 2003-2004, Main Street is requesting $58,000 from the Agency.
Analysis: Since 2001, Main Street has performed services and produced events that
forward the goals of the downtown revitalization plan. In 2002-2003, Main Street
produced numerous events to draw people into the downtown and promote downtown
businesses. Main Street also sponsored and participated in various City, Chamber of
Commerce and community events throughout the year.
Main Street also assisted the City and Agency in developing the downtown streetscape
project, and downtown design guidelines. The section of the Main Street funding
request packet (Attachment 1) titled 2002-2003 Accomplishments details the variety
and breath of activities conducted by Main Street over the past year.
In accordance with the National Main Street Program approach, for 2003-2004
Atascadero Main Street proposes to conduct similar activities as those conducted in
2002-2003 that will further aid in the revitalization of downtown. These include
production and sponsorship of community events such as: 4th of July in Sunken
Garden, Hot EI Camino Nights Dance, Fall Promotion (Colony Days & Halloween),
Winter Wonderland Street Fair, Sweetheart Stroll (Valentine's Day), Pet Parade,
Eggstravaganza (Easter Egg Hunt), and Downtown Spring Sale.
Also included in the Main Street work plan for 2003-2004 are various other networking
and membership events, Spring and Fall clean-up days, marketing and informational
brochure production, updated property availability listings, business education
seminars and a continued effort to relocate Farmer's Market to downtown. Finally,
Main Street will continue to support the Agency and City regarding downtown public
improvements, private property appearance standards, and business expansion,
retention and recruitment.
For fiscal year 2003-2004, Main Street is requesting $58,000 from the Agency. The
Main Street request reflects a 5.4% increase over the previous year's funding provided
by the Agency of $55,000. In preparation for the renewal of this contract (Attachment
2), Agency staff requested that Main Street and all other contractors and grantees
maintain funding requests for 2003-2004 to no more than a 2% increase (for a
suggested contract amount of $56,100) over the previous year.
2
0 �
ITEM NUMBER: RA B-1
DATE: 06/24/2003
• The amount requested ($58,000) accounts for approximately 61% of Main Street's
proposed budget for 2003-2004 of $95,700. Main Street's projected income for 2002-
2003 consists of:
Contract with Redevelopment Agency $58,000 (61%)
Membership Dues $ 2,500 ( 2%)
Fundraising/Event Profit $35,200 (37%)
Total $95,700 (100%)
Additionally, Main Street has a carryover funds from 2002-2003 of $2,000 that should
be considered as one-time use funds that should no be calculated as annual revenue,
but are available for programs and projects in 2003-2004.
The Main Street budget of expenditures can primarily be divided into two main areas:
1) operations and personnel and 2) projects and programs. For fiscal year 2003-2004,
Main Street has budgeted expenditures totaling approximately $97,700 as follows:
Operations and Personnel $70,300 (72%)
Projects and Programs $27,400 (28%)
Total $97,700 (100%)
Given the current and impending financial commitments and the operational expenses
• of the Agency, staff has calculated that the Agency could fund Main Street in the
amount of $58,000 (a 5.4% increase over the $55,000 granted in 2002-2003 and
budgeted for fiscal year 2003-2004).
The proposed funding level by the Agency along with the BIA funds provide Main Street
with public funding totaling $68,500 for fiscal year 2003-2004. According to the
proposed budget submitted by Main Street for 2003-2004, this funding level would be
adequate to fund Main Street operating expenses to conduct revitalization activities.
Renewal of the agreement at the recommended funding level would provide for Main
Street to continue to conduct activities and events that foster the revitalization of
Downtown in 2003-2004.
FISCAL IMPACT: $58,000 from Redevelopment Agency General Fund.
ALTERNATIVES:
1. Renew the contract with Main Street at a different funding level.
2. Do not renew the contract with Main Street for downtown revitalization services.
•
3
ITEM NUMBER: RA B-1
DATE: 06/24/2003
Alternative 1: Renewal of the contract at an amount greater than recommend will •
increase the Agency's expenses and make redevelopment project funding more
difficult. Funding Main Street at a level below the recommended amount could result in
financial hardship for the Main Street organization since the majority of their total
funding comes from their contract with the Redevelopment Agency and the receipt of
the BIA assessment funds.
Alternative 2. Not recommended. Staff recommends continuing to contract with
Atascadero Main Street Inc. for revitalization services.
ATTACHMENTS:
1. Main Street 2003-2004 Funding Request Package
2. 2003-2004 Agreement for Revitalization Services
4
•
•
C
ATTACHMENT 1
Atascadero Main Street, Inc.
5735-K El Camino Real * P. O. Box 3090 * Atascadero, CA 93423 * (805) 462-0177
May 8, 2003
Redevelopment Agency
City of Atascadero
6500 Palma Avenue
Atascadero, California 93422
Dear Chairman Scalise and fellow Members:
Attached please find the proposed budget for the Main Street Program and the Atascadero Parking and Business
Improvement Area for fiscal year 2003-2004.
Atascadero Main Street is requesting $58,000 from the Redevelopment Agency for contracted services to assist
• in redeveloping the downtown by producing direction, programs and events that are included in our goals for
2002-2003.
This budget was produced in accordance with the goals and objectives of the Redevelopment Agency
Agreement for Downtown Revitalization Services dated July 24, 2001 (Contract #RA 002-2001) and City of
Atascadero Agreement for Administration of Parking and Business Improvement Area Funds dated June 26,
2001 (Contract #2001-018).
This budget reflects the desires of the Atascadero Main Street Board of Directors, the downtown core merchants
of the Main Street Program and the Business Improvement Area merchants. Our budget committee has put
together this request to enable us to achieve our programs and events — programs and events that truly reflect our
best effort to accomplish the goals and objectives of the two above-mentioned agreements.
Enclosed also please find a list of our 2002-2003 accomplishments, which shows the benefit achie' ed in the
downtown area through your financial support. Our request for nominal additional support retlects our
hiimprovements to our downtown in the next year.
expectation for more cultural, economical, social and h
ok
to
Your review, input and consideration of our oOquiscal est is aparein taccordance with they fundingthathatd the
implementing the final plans for the 2002-2003 y
Redevelopment Agency approves.
•
Regards,
Jonelle Norton
Executive Director
5
May 9, 2003
•
WORK PLAN
Today we would like to submit our annual report providing a detailed accounting
of where the financial resources were used this past calendar year. An audited financial
statement is available for review at our offices in Virginia Plaza. The financial
statements were prepared by Mr. Jerry R. Takier, Sr. CPA, 5735 El Camino Real, Suite J,
Atascadero, Ca. 93422.
The agreement for Downtown Revitalization Services with the City
Redevelopment Agency (Contract #RA 002-2001) requires Main Street to carry on
activities to revitalize downtown Atascadero including those items set forth in the
Atascadero Downtown Revitalization Plan dated July 2000. Activities include:
1. Organization — Downtown Atascadero will build an effective volunteer -
driven management organization guided by professional staff and broad-based
public and private support. Main Street accomplishments for 2002-2003 as
listed below in a separate section of this report indicates that this activity has
been successfully implemented and will be improved upon in future years.
2. Design — Downtown Atascadero will be enhanced through public
improvements to the streetscape, use of design guidelines in the review of •
future development projects and private improvements such as to building
fagades. The accomplishments of 2002-2003 and the goals and objectives of
2002-2003 clearly indicate that Main Street is focused on achieving this
activity required in our Agreement.
3. Economic Restructuring — Downtown Atascadero will work to retain and
strengthen businesses consistent with the Downtown Plan, recruit appropriate
new business and develop economic restructuring strategies to achieve an
economically vital downtown. The accomplishments of 2002-2003 and the
goals and objectives for 2003-2004 indicate that Main Street will devote some
of its efforts to a fagade improvement program, streetscape improvements, and
special events to promote and improve the economic condition of the
Downtown. The assistance of the Redevelopment Agency in providing and
administering a revolving fund for facade improvements would greatly
enhance the esthetics of Downtown and provide an incentive for future
businesses to locate in our Downtown Area. quality image and
4. Promotion — Downtown Atascadero will create a unified, q y g
develop promotion strategies that bring people to the district. The
accomplishments of the priory ear and the goals and objectives of the New
Year clearly show an effort by d Executive l
iveDsectortreet theadsleve this activity.
up the daily activities of the
5. Management — A pa
Main Street Program, serving
aliaison t Main
S
members, the Agency, and citizens of Atascadero. The Executive Director
•
_ 1 - RDA workplan 2003-2004
0
will initiate and coordinate a wide range of projects, promotional activities
• and marketing materials associated with the Main Street Program; and will
coordinate the activities of the four Main Street committees staffed by
volunteers.
6. Main Street shall furnish an annual report outlining the accomplishments of
the preceding year and a work plan for the upcoming year by April 30 each
year.
7. Main Street will submit to the Agency a budget request and program for each
fiscal year (July 1 to June 30) in the manner, at the time and in the form
requested by the Agency Board of Directors
The Agreement for Administration of Parking and Business Improvement Area Funds
requires Main Street to use the P.B.I.A. funds for the purpose of:
1. Acquisition, construction, or maintenance of parking facilities for the benefit
of the area.
2. Decoration of any public place in the area.
3. Promotion of public events which are to take place on or in public places in
the area.
4. General promotion of business activities in the area.
E
The Parking & Business Improvement Area accomplishments for 2002-2003 as listed on
. "accomplishments" page, indicating the use of the P.B.I.A. funds comply with the
provisions o f that Agreement, ( contract # 2001-018). T he p roposed p rojects for 2 003-
2204 also comply with the above provisions.
- 2 - RDA workplan 2003-2004
7
Atascadero Main Street
June 2002 to June 2003 Accomplishments •
The first year of the program has seen the following projects and activities
implemented:
• Director represents Main Street at the Redevelopment Meetings, City Council,
and Planning Commission meetings.
• Election of Board Directors - New director Jan Bewley, Peabody Plum.
• Creation of ever Parking Committee
• Monthly Chair lunch to network and collaborate with all committees
• Farmers Market sub committee developing a downtown Street Fair Market.
• New Executive Director on Board — Jonelle Norton
• Plans and Goals for 2003 published
di Monthly meeting with Redevelopment Agency rep. John Jansons
• Chamber of Commerce partnering on downtown activity
• Additional by-laws created
• Economic Forecast (June 2002) support
• Quarterly Newsletter
• Successful merchant mixer program for monthly networking.
• Joined the United Way "Gifts in Kind" program
• 2°d annual Main Street annual meeting with record attendance (Soiree)
• Promotion of Main Street and the downtown weekly Press Releases and articles. •
• Easter Eggstravaganza family fun fair and Egg Hunt in the Sunken Gardens —
more than 1500 in attendance for the 3 hour event.
• Planning Session meeting for the Board of Directors.
• Largest Winter Wonderland to date expanded to more area.
• Atascadero Wine Festival, volunteer outreach, handing out visors.
3 Plans for sidewalk and crosswalk streetscape improvements in downtown.
• Annual Events Calendar that was submitted to media, magazines, and the public
• Community seminar notifying members of events put on by the Chamber.
• First Street Dance in conjunction with Hot El Camino Nights event
• Vendor Fair to raise funds for Main Street at the Hot El Camino Night's
downtown event.
• Two "Scout Clean up Days," with one in May and the other in August.
• Beautification Day Event planting flowers and trees in the downtown.
• Volunteer Pancake Breakfast - 40 volunteers and collaborating with Lions Club.
• Stronger subcommittee's - developing leaders (Chairs) for each group
• Brochure for each sub committee prepared to pass out to public
• Business outreach at Chamber of Commerce Business Showcase (September)
• Colony Days event- booth to tell about Main Street in Sunken Gardens.
• Board members or Director attended Chamber Monthly Mixers
• Christmas Tree light bulb replacement project
• Christmas Tree Lighting Ceremony support •
14
• Downtown Lighting Contest with merchants, decorating windows and buildings.
• • Christmas "Walk Around the Lake" event giving out smores as outreach.
• First ever Directory for the downtown featuring all merchants, services and
associate members prepared.
• Membership drive for associate members
• First "Sweetheart Stroll" wine and chocolate event in the downtown attracting
800 people to walk the streets producing one of the highest sales days of the year.
• Presidents Day Sale cooperative advertising
• First "Pet Parade" with more than 700 in attendance, bringing into the
downtown a group that was previously un tapped.
• Promotion support of the "Moving Wall Display in Sunken Gardens
• Promotional support of the Pine Mountain Festival at Stadium Part (May)
• "Spring into Atascadero" City Wide Sales Event sponsorship.
• First ever Art of Dessert event in downtown collaborating with the Art
Association and local restaurants.
• Planning of the Murder Mystery Fund raiser for Main Street.
• Planning for Tuesday night at the Lake BBQ fundraiser (August)
• Creation of the first Fourth of July picnic in the park
• First silent auction fundraiser
• Raffles at most mixers as additional fundraising
• Property inventory sheet and distribution of information.
• Worked closely with EVC to promote downtown filling vacancies downtown.
• Direction of Eagle Scout downtown project.
• Improved web site development and better timing on updating.
• Street Tree's in downtown were planted
• Benches and urns placed in the downtown for pedestrian interest were attended.
• Main Street Conferences keeping current on policies and education
• Goals developed for each of the four sub committees as modeled in the National
Main Street Program.
• Daily meetings with downtown merchants to increase communications, and
develop an "attitudes inventory."
Worked with School District and Service Groups to put on all downtown events.
• Downtown database of merchant and associate members compiled (To be
uploaded to AMS Internet site)
• Monthly mailing to all downtown businesses to keep information flow strong.
• Quarterly Financial Reports contracted to CPA
• Money lending program for downtown merchants developing.
• Reported all new businesses that moved into or around the Downtown.
• Developed collateral materials explain "What is a Main Street"
• Media attention has increased 3 times with reporting of events and articles.
• KSBY TV has invited Main Street to report live downtown events.
• KPRL radio has hosted Main Street on Radio Talk Show.
• Volunteer program has grown to 130 adults and over 80 students who have
S volunteered in 2002-2003
9
• Developed a "welcome" package for businesses inquiring about moving into
Atascadero •
• Sub events supported for other organizations that were putting on an event in
the downtown as well as collaborating on existing events.
• Atascadero Main Streets image promotion by trying to keep consistent with
logo's banners and collateral materials.
• Represented Atascadero Main Street on the Health Block Grants (For traffic
calming)
• Grant from County Board of Supervisors received
• Promoting the need for a Sunken Gardens Master Plan.
• Promoted ideas for uses for the Printery and other historic building.
• Supported Plans for the City Parking Lots.
• Working towards California Main Street Certification.
• Joined Historical Society, and work to collaborate activities and events with
them.
Unified voice at City Hall on issues that affect the Downtown.
• Support the restoration of statue in Sunken Gardens as Historical Restoration.
• Promote the revitalization plan educating the downtown businesses.
• Requested change of zoning to support the property owners.
10
0
•
11
Design Committee:
Street-scape Improvements
$1,344.52
$3,500.00
$1,500.00
Farmers Market
0.00
0.00
0.00
500.00
500.00
Clean-up Days (Fall & Spring)
0.00
611.26
1,000.00
1,000.00
•
*Clean-up Days (Fall & Spring)
0.00
300.00
300.00
Mural Proj (New Constr. Barriers)
800.00
500.00
Design Com. Supplies
D
421.55
$4.300.00
$2,377.33
$5,600.00
Total
Promotion Committee:
Fundraising Project (Carlton Gala)
$0.00
$2,000.00
$2,000.00
Chamber Showcase Mixer
0.00
0.00
200.00
Sidewalk Sale
0.00
0.00
250.00
Summer BBQ at the Lake
225.00
0.00
250.00
September Stroll
0.00
0.00
500.00
Holiday Lake Walk
0.00
0.00
100.00
Art of Dessert
0.00
0.00
1,000.00
Winter Street Fair
0.00
2,000.00
3,500.00
Advertising
0.00
500.00
1,500.00
Christmas Ornament
1,913.00
3,000.00
2,000.00
Committee Supplies
0.00
0.00
200.00
*4th of July (Sunken Gardens)
0.00
1,500.00
1,500.00
*Hot EI Camino Nights
383.42
800.00
800.00
*Fall Promotion (Colony Days & Halloween)
0.00
0.00
1,200.00
*Winter Street Fair
7,339.55
7,000.00
2,500.00
*Window Dec. Contest
500.00
500.00
500.00
*Sweetheart Stroll
1,084.70
0.00
1,200.00
*Pet Parade
568.26
0.00
1,000.00
*Easter Egg Hunt
2,258.05
1,500.00
2,000.00
•
*Spring Sale (Cash Prize)
250.00
250.00
250.00
200.00
250.00
0.00
Community Calendar
Total
$14,771.98
$19,250.00
$22,450.00
Economic Restructuring Committee:
New Business Recruiting Pkg.
$0.00
$0.00
$1,000.00
Educational Seminars
0.00
0.00
0.00
1,000.00
1,000.00
1,000.00
Promotional Publication
3,723.16
3,500.00
2,500.00
Membership Directory
0.00
200.00
200.00
Committee Supplies
0.00
500.00
0.00
Farmers Market
T.O.T. Initiatuve Ballot Support
500.00
500.00
0.00
Total
$4,223.16
$5,700.00
$5,700.00
Organization Committee:
$115.58
$600.00
$1,500.00
Monthly Mixers/Mailings
0.00
0.00
500.00
Information Brochure
0.00
0.00
600.00
Window Membership Decal
0.00
300.00
Volunteer Breakfast
0.00
500.00
0.00
700.00
Planning Session
0.00
0.00
500.00
Web Site Maintenance
0:00
0.00
100.00
Board Election &Mailing
1,619.21
1,200.00
1,500.00
Annual Meeting
896.00
2,500.00
1,000.00
Newsletters
0.00
200.00
200.00
Committee Supplies
$3,130.79
$4,500.00
$6,900.00
Total
•
$78,557.27
$101,472.00
$109,650.00
Total Expenses
Income Less Expenses
$11,634.45
$1,078.58
$50.00
11
FUND BALANCE:
REVENUE:
EXPENSES:
12
Proposed Atascadero Main Street Budget
FISCAL YEAR = JULY 1, 2003 THROUGH JUNE 30, 2004
* Fund Balance P.B.I.A.
Fund Balance Main Street
Total
* P.B.I.A. Asssesment
Redevelopment Agency
Membership Dues
Fundraising & Projects:
Special Fundraiser (Carlton Gala)
Sweetheart Stroll
Pet Parade
Winter Street Faire
Art of Dessert
Christmas Ornament
Hot EI Camino Nights
Membership Directory
Annual Meeting
Easter Egg Hunt
Interest
Contributions
Total
Revenue & Fund Balance Total
Personnel:
Executive Director
Benefits -Exec. Dir.
Support Staff
Payroll Taxes
Worker Comp Insurance
Professional Development
Total
Operations:
Rent
Utilities
Telephone
Insurance
Office Supplies
Postage
Bookkeeping
Other
Total
ACTUAL
BUDGET
PROPOSED
7/1/02-4/30/03
2002-2003
2003-2004
$3,742.62
$3,742.62
$1,500.00
2,637.96
2,637.96
2,000.00
$6,380.58
$6,380.58
$3,500.00
$10,500.00
$10,500.00
$10,500.00
55,000.00
55,000.00
58,000.00
1,865.00
2,500.00
2,500.00
0.00
6,000.00
8,000.00
1,387.80
0.00
2,000.00
0.00
0.00
1,500.00
6,563.00
8,200.00
12,000.00
0.00
0.00
1,000.00
3,890.00
7,000.00
4,000.00
969.00
970.00
1,200.00
675.00
3,500.00
2,000.00
1,483.00
500.00
1,500.00
0.00
2,000.00
2,000.00
83.34
0.00
0.00
1,395.00
0.00
0.00
$83,811.14
$96,170.00
$106,200.00
$90,191.72 $102,550.58 $109,700.00 •
$26,136.00
$35,000.00
$35,000.00
4,200.00
5,400.00
5,400.00
4,730.00
6,000.00
8,000.00
5,400.00
3,600.00
4,200.00
1,307.25
600.00
900.00
618.68
2,500.00
2,500.00
$42,391.93
$53,100.00
$56,000.00
$1,000.00
$1,200.00
$1,200.00
849.34
1,800.00
2,500.00
829.52
900.00
900.00
1,422.00
1,422.00
1,600.00
3,851.41
2,500.00
3,000.00
704.31
1,000.00
1,000.00
1,560.00
2,100.00
2,100.00
1,445.50
2,400.00
2,000.00
$11,662.08
$13,322.00
$14,300.00
•
•
C,
Promotion Committee:
Fundraising Project (Carlton Gala)
$2,000.00
Chamber Showcase Mixer
200.00
Sidewalk Sale
250.00
Summer BBQ at the Lake
250.00
September Stroll
500.00
Holiday Lake Walk
100.00
Art of Dessert
1,000.00
Winter Street Fair
3,500.00
Window Dec. Contest
500.00
Advertising
1,000.00
Christmas Ornament
2,000.00
Committee Supplies
200.00
Total $0.00
$0.00 $11,500.00
Economic Restructuring Committee:
New Business Recruiting Pkg.
$1,000.00
Educational Seminars
1,000.00
Promotional Publication
1,000.00
Membership Directory
2,500.00
Committee Supplies
200.00
Total
$0.00 $0.00 $5,700.00
Organization Committee:
Monthly Mixers/Mailings
Information Brochure
Window Membership Decal
Volunteer Breakfast
Planning Session
Web Site Maintenance
Election/Mailing
Annual Meeting
Newsletters
Committee Supplies
Total
$1,500.00
500.00
600.00
300.00
700.00
500.00
100.00
1,500.00
1,000.00
200.00
$0.00 $0.00 $6,900.00
Total Expenses $0.00 $0.00 $97,700.00
13
DRAFT Atascadero Main Street Budget DRAFT
FISCAL YEAR = JULY 1, 2003 THROUGH JUNE 30, 2004
FUND BALANCE FROM 2002-2003
Fund Balance Main Street $2,000.00
Total $2,000.00
4EVENUE:
EXPENSES:
14
Redevelopment Agency
$58,000.00
Membership Dues
2,500.00
Fundraising & Projects:
8,000.00
Special Fundraiser (Carlton Gala)
8,000.00
Sweetheart Stroll
2,000.00
Pet Parade
1,500.00
Winter Street Faire
12,000.00
Art of Dessert
1,000.00
Christmas Ornament
4,000.00
Hot EI Camino Nights
1,200.00
Membership Directory
2,000.00
Annual Meeting
1,500.00
Easter Egg Hunt
2,000.00
Total
$95,700.00
Revenue & Fund Balance Total $0.00 $0.00 $97,700.00
Personnel:
Executive Director
$35,000.00
Benefits -Exec. Dir.
5,400.00
Support Staff
8,000.00
Payroll Taxes
4,200.00
Worker Comp Ins.
900.00
Professional Development
2,500.00
Total
$0.00 $0.00 $56,000.00
Operations:
Rent
$1,200.00
Utilities
2,500.00
Telephone
900.00
Insurance
1,600.00
Office Supplies
3,000.00
Postage
1,000.00
Bookkeeping
2,100.00
Other
2,000.00
Total
$0.00 $0.00 $14,300.00
Design Committee:
Street-scape Improvements $1,500.00
Farmers Market 500.00
Clean-up Days (Fall & Spring) 500.00
Mural Proj (New Constr. Barriers) 300.00
Design Com. Supplies 500.00
Total $0.00 $0.00 $3,300.00
•
C:
•
.tet_ _ i1 _L. -9 Aa&--.,.,. —v, DRAFT
DRAFT i [IV %-#ILy U1
and
Atascadero Main Street, Inc.
Agreement for Disbursement of P.B.I.A. Funds
July 1, 2003 to June 30, 2004
ACTUAL
2002-2003
Actual Funds Available from P.B.I.A. Assessment
for period July 1, 2002 to June 30, 2003 =
$ 10,500.00
$10,500.00
Carry over from Budget Year 2002 - 2003
$ 1,500.00
$ 3,742.62
Total Revenue Available =
$ 123000.00
$14,242.62
Expected Disbursement of Funds by Main Street
during period of July 1, 2003 to June 30, 2004
Fourth of July in the Sunken Gardens
$1,500.00
Hot EI Camino Nights (Food Concessions -& Band)
800.00
$ 383.42
Fall Promotion (Colony Days & Halloween)
1,200.00
Winter Wonderland Street Fair
3,000.00
7,550.00
Sweetheart Stroll (Valentine Chocolate & Wine)
1,200.00
1,084.70
•
Pet Parade
Eggstravaganza (Easter Egg Hunt)
1,000.00
2,000.00
1,500.00
Spring Sale (Cash Prize)
250.00
250.00
Clean-up Days (Spring & Fall)
1,000.00
611.26
Streetscape Improvements
-
1,344.52
Total Disbursement =
$ 11,950.00
$12,723.90
Fund Balance =
$ 50.00
1,518.72
•
Main Street Budqet Draft
C IVU
Rev. May 1, 2003
15
CONTRACT NO: RA 001-2003
ATTACHMENT 2 .
AMENDED AGREEMENT FOR
DOWNTOWN REVITALIZATION SERVICES
FOR FISCAL YEAR 2003-2004
THIS AGREEMENT is made and entered into by and between the COMMUNITY
REDEVELOPEMENT AGENCY of ATASCADERO, a public body, corporate and politic,
hereinafter called the "Agency", and ATASCADERO MAIN STREET, INC., a non-profit
mutual benefit corporation, hereinafter called "Main Street."
WHEREAS, The Agency desires to revitalize the downtown area utilizing the approach
developed by the National Main Street Program; and
WHEREAS, The Agency caused to be prepared a Downtown Revitalization Plan with
community members and downtown stakeholders; and
WHEREAS, a primary goal of the Agency and Redevelopment Plan is the revitalization
of the downtown; and
WHEREAS, Main Street has been specifically created and organized to revitalize
downtown Atascadero utilizing the National Main Street approach;
NOW, THEREFORE, in consideration of the premises, covenants and promises
hereinafter set forth, the parties hereby agree as follows:
1. That the foregoing recitals are true and correct and constitute statements of fact
herein.
2. Main Street shall carry on activities to revitalize downtown Atascadero including
those items set forth in the Atascadero Downtown Revitalization Plan dated July
2000. Activities include:
• Organization — Downtown Atascadero will build an effective volunteer -driven
management organization guided by professional staff and broad-based public
and private support.
• Design — Downtown Atascadero will be enhanced through public improvements
to the streetscape, use of design guidelines in the review of future development
projects and private improvements such as to building facades.
• Economic Restructuring — Downtown Atascadero will work to retain and
strengthen businesses consistent with the Downtown Plan, recruit appropriate new
businesses and develop appropriate economic restructuring strategies to achieve
an economically vital downtown.
• Promotion — Downtown Atascadero will create a unified, quality image and
develop promotion strategies that bring people to the district.
101
Agreement for Downtown Revitalization Services -2003-2004
Page 2
• Management — A paid Executive Director will be hired to manage the daily
activities of the Main Street Program, serving as a liaison between the Agency,
the City staff, Main Street members, and the citizens of Atascadero. The
Executive Director will initiate and coordinate a wide range of projects,
promotional activities and marketing materials associated with the Main Street
Program and will coordinate the activities of the four Main Street committees
staffed by volunteers.
3. Main Street shall furnish an annual report outlining the accomplishments of the
preceding year and a work plan for the upcoming year by April 30th of each year.
4. Main Street will submit to the Agency a budget request and program for each fiscal
year (July 1 to June 30) in the manner, at the time and in the form requested by the
Agency April 30 of each year. The amount of the budget shall be as negotiated from
year to year between Main Street and the Agency Board based on accomplishments
of the preceding year and a work plan for the upcoming year.
5. The Agency shall fund Main Street in the amount of $58,000 (Fifty -Eight Thousand
Dollars) for fiscal year 2003-2004.
6. Payment shall be made to Main Street in equal quarterly payments in advance as
follows:
• • First quarter payment in July;
• Second quarter payment in October;
• Third quarter payment in January;
• Fourth quarter payment in April.
7. This agreement shall become effective on July 1, 2003 and shall continue in effect
until June 30, 2004; provided, however, that this agreement shall be automatically
renewed each year hereafter, for periods of one year, commencing July 1 through
June 30 of the succeeding year, by action of the Agency Board of Directors budgeting
funds as provided in Paragraph 4 hereof, and Main Street's acceptance thereof of said
budget allocation.
8. The Agency reserves the right to award separate bids for more specific advertising,
marketing or promotional projects and other work products as approved by the
Agency Board or the Executive Director or his/her designee during the term of this
agreement.
9. In the event, in the opinion of the Agency Board of Directors, Main Street is not
functioning effectively, then Agency may give Main Street notice of this fact,
specifying in detail the alleged default or defaults, and Main Street must within 60
days correct said default or defaults, or the provisions in this Agreement for financial
sponsorship of Main Street may be terminated by action of the Board of Directors.
17
Agreement for Downtown Revitalization Services -2003-2004
Page 3
10. This agreement may be amended or modified only by written agreement signed by
both parties, with the exception of the procedure outlined in Paragraph 4. Failure on0
the part of either party to enforce any provision of this Agreement shall be construed
as a waiver of the right to compel enforcement of such provision or provisions.
11. It is understood that the contractual relationship of Main Street to the Agency is that
of independent contractor.
12. Main Street agrees to keep all necessary books and records in connection with the
services performed under this Agreement, and agrees to make them available to the
Agency at all reasonable times for audit purposes. Main Street furthermore agrees to
provide, at no cost to Agency, an annual financial report of Main Street's financial
records.
12. Main Street agrees to hold the Agency harmless from, and indemnify Agency for, any
liability or injury to any persons or damage to any property arising out of the
performance of activities under this Agreement by Main Street, the employees,
officers or agents of Main Street. Main Street shall provide a Certificate of Liability
Insurance in the amount of $1,000,000 naming the Agency as an additional insured
within thirty -days (30) of signing of this Agreement.
IN WITNESS WHEREOF the parties hereto execute this Agreement in Atascadero, California,
this 24`x' day of June 2003.
•
APPROVED AS TO FORM:
Roy A. Hanley, City/Agency Attorney
ATTEST:
Marcia McClure Torgerson, Board Secretary
18
C OMM U NITYRED VELOPMENT
AGENCY of ATASCADERO
By:
Wendy Scalise, Board Chairperson
ATASCADERO MAIN STREET, INC.
By:
Muna Cristal, President
Is